Adzuna

Wealth Planner - Wealth Management

Barclays UK
Birmingham, UK
£43,415 – £43,415
8 days ago
Accounting & Finance Jobs

Job Description

Join us as a Wealth Planner, where you'll play a key role in helping clients shape their financial future through thoughtful planning and investment advice. You'll work closely with new and existing clients to understand their long-term goals and provide bespoke solutions that support their financial and lifestyle needs. Your experience will help clients feel comfortable and informed as they take steps toward what matters most to them. This role is part of our Wealth Management Business, a grow…

Company & Role Analysis

JobSeeker+
Likely perks
Private MedicalPension25+ Days HolidayStock OptionsLearning BudgetFlexible Hours
Culture & working style

Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.

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